Priority’s ERP Features

The features listed below are a selection of some of the functionality available in a selection of the Priority modules.

	BI (Business Intelligence)	Purchasing
	BPM (Business Process Management)	Manufacturing/Production
	GL + Financials	Human Resources
	CRM (Customer Relations Management)	Project Management
	Order Processing	System Administration
	Service and Customer Support	SDK (Generators)
	Inventory Control	User Configuration
	WMS

BI (Business Intelligence)

For more details on Priority's Business Intelligence features go to BI & OLAP

• Preconfigured role-based dashboards
• Customizable personal dashboards
• KPI’s (Key Performance Indicators)
• Dynamic OLAP reports with drill-down capabilities and embedded graphic tools
• Data cubes
• Interactive report generators with drag & drop capabilities

BPM (Business Process Management)

For more details on Priority's Business Process Management features go to BPM

• Graphic BPM flow charts provided for each major work process
• Real-time, event-driven workflow procedures
• Process automation with configurable alerts (email, SMS, inclusion in To Do List and more)
• Configurable pre-packaged flow charts and statuses
• User friendly graphic interface

GL + Financials

For more details on Priority's accounting features go to CFO Must Read

• Accounts receivable, payable, general ledger
• EFT bill payment
• Check printing
• Multi-currency
• Shipping expense burdening
• Account and bank statement reconciliation
• Financial reports and statements
• Consolidated financial statements
• Budgets and online budgetary expense control
• Profit and cost centers, burdening (allocations), multi-dimension transaction analysis
• Cash management
• Asset management and amortization schedules
• Cash flow forecast and analysis
• Costing and cost analysis
• Data migration utility
• Compliancy with SOX, IFRS & GAAP
• CFO dashboards, analytics, and report generator

CRM (Customer Relations Management)

For more details on Priority's Customer Relations Management features go to Priority CRM

• Forecasting and sales quotas
• Commission hierarchy and incentives
• Lead management
• Opportunity management
• Account management
• Tasks and contact management
• Shared calendar
• Business Process Management (BPM) with automatic alerts and notifications
• Dashboards, BI, OLAP and analytics
• Quote generation, tracking and history
• Order tracking and history
• Built-in product builder (for customer-specific product configuration)
• Payment status aging and history
• Support calls and history

Order Processing

• Blanket orders, multiple ship-to, multiple bill-to
• Price lists, campaigns, special discounts, margin calculations
• Sales tax or VAT
• Order approval BPM with automatic alerts and notifications
• Credit card authorization (EXT)
• Inventory and PO commitments
• Order delivery tracking
• Drop shipments
• Connectivity to shippers (EXT)
• Partial shipments
• Commission hierarchy and incentives
• Lead management

Service and Customer Support

• Service contracts and periodic billing
• Serialized part management, with hierarchy and service records
• Web/IVR case/call center with automatic priority and escalation
  tracking, alerts and notifications (IVR=EXT)
• Field support with shared technician calendar and rule-based service call assignment
• RMA management
• Built-in service call periodic billing based on service contract and time/materials reporting
• Quality of service tracking
• Built-in FAQ capabilities

Inventory Control

• Product catalogue (and images) management
• Bills of Materials (BOM), kits and assemblies
• Multi-dimensional part parameters and multi-unit of measure
• Lot and serial number tracking and management
• Inventory transactions
• Warehouses and location/shelf control
• Inventory counts and journaling of inventory adjustments
• Reorder levels and replenishment
• Costing (FIFO, moving average), COGS
• Packaging
• Connectivity to bar codes and remote (RF handheld) devices
• Inventory control and management dashboards and analytics.
• Warehouse Management System (WMS) (EXT)

Purchasing

• Partner/vendor Relationship Management (PRM)
• Vendor price lists
• Purchase planning
• Purchase order/requisition authorization workflow (BPM)
• Vendor approval, requests for proposals
• Vendor price quotes and comparative analysis
• Purchase management dashboards and analytics

Manufacturing/Production

• ECO and configuration control
• Production modeling
• Production planning (MRP II, APS)
• Gantt Charts and manipulations
• Shop Floor Control, work order progress reporting and tracking
• Kit and bulk issues from storerooms to floor
• Backflush and missing items reporting
• Subcontractor management
• Quality assurance and control, MRB

Human Resources

• Job definitions and openings
• Web registration of job applications
• Tracking of candidate applications
• Personnel data personal info, education, training, accreditations
• Job assignment by various criteria and approval BPM
• Organizational charts
• Compensation management and promotion tracking
• Time and attendance tracking, expense reporting and approval BPM

Project Management

• Scope of Work (SOW) and Requirement management
• Project document management
• Project planning, MS-Project interface
• Project WBS, deliverables, WBS Bill of Materials, resource
• allocation and management
• Project versions and version management (change approval process)
• WBS and project costing
• Project reporting of time, materials and related expenses
• Project invoicing, pro forma invoices and income recognition
• Project-related service contracts

System Administration

• User permissions (privileges)
• SOA based interface builder
• Intranet/extranet EDI builder
• Task scheduler
• Back-up and other system maintenance utilities

SDK (Generators)

For more on Priority’s SDK click here

• Forms
• Tables
• Menus
• Reports
• Documents
• Procedures
• Calendar related UI (Gantt, calendar, technician assignments, etc.)
• MarketGate HTML interface generator to Priority

User Level Configuration Utilities for:

• Priority on Outlook
• Dashboards
• OLAP
• Business Intelligence
• Financial Statements
• Reports
• Business Process Management (BPM)
• Data Migration
• Priority-Office synchronization
• Multi-company configuration

Integrated Warehouse Management System

For more on Priority's WMS module go to WMS

• Optimization of the three basic operations of warehouse management:
• Directed Picking
• Directed Replenishment
• Directed Putaway
• Plan routine warehouse tasks: inventory count, return to vendor, warehouse transfer, etc.
• Interfaces with ADC (Automated Data Collection) systems
• Warehouse Task Management
• Waves
• Expanded Warehouse Definitions
• Bin and Pallet Management
• Creation of appropriate inventory transaction document (e.g., shipping, sales invoice, or warehouse transfer document) for each warehouse operation

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